Aristotle Small Cap Equity Fund ITRI Holdings History
Aristotle Small Cap Equity Fund's Itron Inc Holding Summary
As of 2023-09-30, Investment Managers Series Trust held 49,447.00 shares of Itron Inc(ITRI), totaling $3.00 Mil. This investment constitutes 1.8% of their stock portfolio, and Investment Managers Series Trust now holds 0.11% of the outstanding Itron Inc(ITRI) stock.
The initial trade took place in 2020Q1. And since then Aristotle Small Cap Equity Fund has made 7 purchases of ITRI, at an average price of $76.23, for a total of 51,118.00 shares. In addition, there have been 2 sales at an average price of $66.59 for 1,671.00 shares. Based on historical transaction data and ITRI's current price of $135.69, Aristotle Small Cap Equity Fund's estimated gain on his ITRI holdings is $2.92 Mil, reflecting a 75.03% gain to date.
Aristotle Small Cap Equity Fund ITRI ($135.69) Holding Chart
Aristotle Small Cap Equity Fund ITRI ($135.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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